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* Health and Wellness Business Management Software *

The Merchant Source takes over the back breaking and tedious back office operations, leaving you to provide your customers with the best guidance to good health and well-being.

If you answered YES to to any or all of the questions above, then you would love what we have available for you.

THE MERCHANT SOURCE COMPLETE HEALTH AND WELLNESS BUSINESS MANAGEMENT SOFTWARE

TMS allows you to consolidate & manage multiple business activities from one central platform.
We strive to make you more productive resulting in you being more profitable. With TMS you will be able to.

OUR SERVICES

Everything You Need to Manage your Business All in one Place.Automate & Put Your Business to Work for You

Appointments

Display your staff availability online and let customers’ book appointments 24 × 7, or book them on your calendar as they call or walk-in

Classes

Create online classes, Events, Parties, Workshops and Seminars that people can sign up for, and add to waitlist when enrollment is full

Packages

Create convivence packages and offer discounts for multiple service items or classes. Make complex packages combining one or more services.

Membership

Add and track your members and membership benefits and collect recurring payments automatically.

Products

Sell products online or through the POS and manage inventory levels and re-order triggers all your products.

Gift Cards

Sell gift cards that your clients can buy for themselves or as a gift for friends and family

Automate your business operations and grow your business exponentially

CONVENIENT ONLINE SHEDULER

Your clients can schedule their own appointments thoughts the convenient online scheduler which integrates with the
major calendar systems such as Google calendar, ical and the like. Appointments are color coded to track paid, canceled, no show, personal time and other status. Following are some of the features of the scheduler –

  • Handle multiple locations
  • Allow multiple appointments per time slot
  • permit cutometers to book immediately, or require app
  • Determine how far in advance customers can make and cancel appointment
  • Require customers to pre-fill forms and sign waivers when booking
  • Allow pre and post setup time for appointments
  • Allow customers to schedule appointments for family members
  • Offer secure online payment options for services when booking

CLIENT COMMUNICATIONS

Your clients will automatically receive a confirmation email and text message (if you would like) reminding them about their appointment and providing them a link to Google maps so that they can easily find you from where ever they are. Send them intake forms if it needs to be filled out before the appointments date and if they had not completed it at the time of booking. You can send thank you notes or share notes with your clients after an appointment, if needed.
  • Reduct no shows with timely reminders
  • Customize the notifications for each service or class
  • Send patment requests with link for patment

POINT OF SALE (POS)

Streamline your checkout process with an integrated POS that can track all transactions, past bookings, new items, create custom installment plans, track outstanding payments and collect payment of any type. in addition,
  • Add In-Store credit or apply to payments
  • Add installment or recurring payments
  • Setup autopay
  • Apply promotions or groupons
  • Sell and accept Gift Cards
  • Redeem packages
  • Allow exceptions (discounts)
  • Email or print receipts

BILLING AND PAYMENT MANAGEMENT

You can streamline all of your invoicing, billing and monthly recurring payments
using the convenient billing and invoicing system. You can send payment requests and reminders electronically to your clients. Your clients can conveniently pay their outstanding bills online with the click of a button.

Setup recurring or installment payments in the system and automate all payments. Let the system notify you of expired credit cards and manage by exception. Print or let the system email your clients the receipts directly.

APPOINMENTS

CLASSES

PROVIDERS

CUSTOMERS